Navigating the ups and downs of running a will writing business

Today's Wills & Probate Podcast

The Today's Wills and Probate Podcast welcomes Andrew Buchan, Managing Director of James McKenzie Wills, to discuss the ups and downs of running an estate planning business.
Andrew has been with the business for 14 years and has seen the development of the sector first hand. He explains his role and responsibility both to his staff but also to his clients; it's been said many times but customer service really is king and ensuring that staff have the tools to do their jobs effectively is hugely important to Andrew.
Andrew talks about the difference between a service driven proposition, and a sales driven proposition when it comes to dealing with clients; that one will almost certainly not lead to a positive client outcome. Andrew shares insight into his own quality controls and level of training he and the staff undertake to ensure they meet the high standards expected of those in the business.
The conversation avoids the topic of regulation as long as possible but inevitably talk turns to improving standards in the industry and how that can be achieved. Andrew points to the increasing costs that come with regulation and qualification; risking a reduction in access to legal services.
In the absence of regulation, what does credibility and quality control look like? Andrew suggests that greater collaboration and agreement from the various membership bodies around a set of agreed standards, qualifications and evidence of CPD would go some way to creating a better framework for the will writing community and protect clients.
The conversation moves on the challenges presented by the COVID-19 pandemic, the lingering impact on the business; and how Andrew has navigated the past few years.
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